Ongoing Service Program

Life is full of changes so it’s wise to review your financial plan at least once a year. Commonwealth Financial Planners can help you ensure that your investment strategies remain appropriate to your personal circumstances, the economic environment and your long-term goals. Even slight adjustments along the way can make a big difference to your end results and help you live a better life.

Our Ongoing Service Program includes:

• Regular support and contact
• Explanations of changes to legislation, taxation rules and the economy
• Advice on budgeting, debt management, estate planning and insurance options
• Ongoing educational and lifestyle newsletter

We will discuss the cost of our Ongoing Service Program with you in detail during your complimentary initial consultation.

If you think that gaining advice from Commonwealth Financial Planning may be right for you, you can get started today by using our book an appointment online to organise a no-obligation appointment.

• Important information
  The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.